Short-Duration Debt Allocation Takes Priority: A Dual-Engine Drive of Urban Investment and Real Estate | Annual Strategy Outlook for Credit Bonds
Authors: Qin Han, Wang Yuchen Core Viewpoints: The recent issue of credit asset scarcity has significantly eased, and the liquidity environment is likely to remain loose, favoring short-duration leveraged strategies in credit bonds. First, the leverage spread is gradually widening. Second, monetary policy is unlikely to tighten in the short term, and liquidity will continue … Read more